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Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1201
Capital City Trust
Florida
$255K -$1.11M -19,793 -78%
BC
1202
Barrett & Company
Rhode Island
$255K -$27.8K -496 -8%
SMH
1203
Sanders Morris Harris
Texas
$255K
AOI
1204
Auto-Owners Insurance
Michigan
$254K
GCM
1205
Greenland Capital Management
New York
$253K +$317K +5,644 New
TC
1206
Truvestments Capital
Florida
$253K -$1.23K -22 -0.4%
AF
1207
Amara Financial
California
$253K
SIA
1208
Schechter Investment Advisors
Michigan
$252K -$316K -5,633 -50%
RSWM
1209
Robertson Stephens Wealth Management
California
$251K -$10.8K -192 -3%
WP
1210
WMS Partners
Maryland
$251K -$27.9K -498 -8%
WPW
1211
Warther Private Wealth
Ohio
$250K -$1.05M -18,780 -77%
ACP
1212
Aveo Capital Partners
Colorado
$250K +$312K +5,567 New
WA
1213
Whitebox Advisors
Minnesota
$249K +$311K +5,550 New
RFP
1214
Root Financial Partners
California
$248K +$310K +5,534 New
AG
1215
AmeriFlex Group
Nevada
$247K +$246K +4,380 New
AWG
1216
Altus Wealth Group
Colorado
$247K +$16.1K +287 +6%
RT
1217
Rockland Trust
Massachusetts
$247K -$50.7K -904 -14%
MF
1218
Meridian Financial
Massachusetts
$245K -$71.5K -1,274 -19%
FAM
1219
Formidable Asset Management
Ohio
$245K -$88.9K -1,584 -23%
JFA
1220
JNBA Financial Advisors
Minnesota
$244K -$12.1K -216 -4%
HI
1221
Harbour Investments
Wisconsin
$243K +$2.19K +39 +0.7%
AGP
1222
Aspire Growth Partners
Florida
$242K +$303K +5,396 New
IIC
1223
Integrated Investment Consultants
Michigan
$241K -$602K -10,734 -67%
SB
1224
Simmons Bank
Arkansas
$241K -$209K -3,728 -41%
NHT
1225
New Hampshire Trust
New Hampshire
$239K -$83.9K -1,495 -22%